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In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners
Manage episode 403544651 series 2645166
In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone’s mind at the moment: the Consumer Duty. They also discuss the challenge of regulation more generally, and how advisers can help close the advice gap.
160 episodes
Manage episode 403544651 series 2645166
In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone’s mind at the moment: the Consumer Duty. They also discuss the challenge of regulation more generally, and how advisers can help close the advice gap.
160 episodes
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